Steward Partners Investment Advisory’s Biohaven BHVN Stock Holding History

Steward Partners Investment Advisory’s Portfolio BHVN Stock Details BHVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$518K	Sell	61,250 -3,900	-6%	-$42.7K	﹤0.01%	1508
2025 Q4	$736K	Buy	65,150 +37,500	+136%	+$465K	﹤0.01%	1218
2025 Q3	$415K	Buy	+27,650	New	+$402K	﹤0.01%	1475
2024 Q4	–	Sell	-11	Closed	-$550	–	3980
2024 Q3	$550	Hold	11	–	–	﹤0.01%	3589
2024 Q2	$382	Hold	11	–	–	﹤0.01%	3497
2024 Q1	$602	Hold	11	–	–	﹤0.01%	3410
2023 Q4	$471	Hold	11	–	–	﹤0.01%	3365
2023 Q3	$286	Hold	11	–	–	﹤0.01%	3282
2023 Q2	$263	Hold	11	–	–	﹤0.01%	3226
2023 Q1	$150	Hold	11	–	–	﹤0.01%	3241
2022 Q4	$153	Buy	+11	New	+$155	﹤0.01%	3274

Other funds holding BHVN

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IAM

Infinitum Asset Management Fort Lauderdale, Florida $801M AUM 8.83% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

RPSM

Royalty Pharma Sub-Manager New York $173M AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's BHVN Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Biohaven (BHVN) stake by 6% in Q1 2026, selling an estimated $42.7K and leaving 61,250 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Steward Partners Investment Advisory first reported a position in BHVN in Q4 2022 and has held it in 11 quarters since. The position peaked at $736K in Q4 2025. 276 funds tracked by Wall St. Rank hold BHVN as of Q1 2026.

Steward Partners Investment Advisory held 61,250 shares of Biohaven worth $518K as of Q1 2026.
Steward Partners Investment Advisory sold 3,900 Biohaven shares in Q1 2026, an estimated $42.7K.
Biohaven made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1508 holding.
Steward Partners Investment Advisory first reported a position in Biohaven in Q4 2022 and has held it in 11 quarters since.
Steward Partners Investment Advisory's Biohaven position peaked at $736K in Q4 2025.
276 funds tracked by Wall St. Rank held Biohaven as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.